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The Total Sales column has been removed from the Tax Details and Tax Summary reports. Pathway: Reports > Standard Reports > AR ...
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Last Updated: 02/27/2025
in Database Home
Pathway: Database > Import Mapping The Import Mapping tool is a feature used during the conversion process to help import customer data from their legacy system into Navusoft. Before conversion, a designated user should review the ex...
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An issue has been resolved that prevented charge codes from populating for selection, and the logic has been corrected to prevent a batch from showing 0 records after creation. Pathway: Sales > Rate Update Batches ...
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Last Updated: 02/27/2025
in Setup Home Account Account Class
Pathway: Setup > Account > Account Class Account Class defines the billing and payment processing criteria for an account or group of accounts. It is assigned upon account creation and also serves as a filter for various reports and tool...
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Last Updated: 02/27/2025
in Setup Home Account Account Class
Pathway: Setup > Account > Account Class > Finance Charges / Late Fees This article explains how to configure finance charges and late fees, which can be applied to an account's invoice during billing. To allow flexibility across account...
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Last Updated: 02/26/2025
in Setup Home Accounting
Pathway: Setup > Accounting > Bill Group Bill Groups establish the billing settings an account will follow and are assigned when an account is created. Because accounts may share the same billing criteria, a Bill Group can be assigned to...
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Last Updated: 02/26/2025
in Setup Home Services
Pathway: Setup > Services > Service Code Service Codes identify the types of services offered under a Line of Business and populate for selection in the Service Code drop down field when adding a service to a site or a proposal. Setup he...
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Pathway: Operations > Route Management > Current (Tab) The Current tab displays a list of service locations (stops) that are assigned to a route. Changes made to a stop from the Current tab are permanent. If this a one-time change, t...
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Last Updated: 02/26/2025
in Setup Home Accounting The following setup must be complete to process a credit request on an invoice. Permissions Required Review the following permissions required specific to credit request processing and it's setup. Permission ID Permission Name...
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Last Updated: 02/26/2025
in Operations Home Dispatch Pathway: Operations > Dispatch Alert customers to route changes efficiently using the Dispatch Route Notification and Service Notification tools. These tools allow you to send email and text notifications to contacts associated with spec...